See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,237 | $67,823-95.2% | $52,425-93.8% | $137,256-97.6% |
| Participation rate | 62.5% | 63.9%-1.4pp | 55.6%+6.9pp | 80.0%-17.5pp |
| Annual return | 30.74% | 219.11%-188.4pp | 302.12%-271.4pp | 220.34%-189.6pp |
| Employer contribution / active EE | $624 | $1,163-46.4% | $914-31.8% | $4,156-85.0% |
| Participant deferral / active EE | $860 | $2,288-62.4% | $1,790-51.9% | $6,407-86.6% |
| Admin fee / account holder | $158 | $2,844-94.5% | $2,495-93.7% | $12,270-98.7% |